Nasdaq - Delayed Quote USD

DoubleLine Low Duration Bond R6 (DDLDX)

9.64 -0.01 (-0.10%)
As of 8:05 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
5
Min Initial Investment, AIP
20
Min Subsequent Investment
2,000
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Vanguard NTF
  • Commonwealth Universe
  • Securities America Advisors
  • Securities America Inc.
  • Vanguard TF
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)

Fund Summary

Under normal circumstances, the advisor intends to invest primarily in fixed income and other income-producing instruments rated investment grade and unrated securities considered by the adviser to be of comparable credit quality. The advisor intends to invest at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) in bonds. The fund may, however, invest up to 50% of its total assets in fixed income and other income-producing instruments rated below investment grade and those that are unrated but determined by the adviser to be of comparable credit quality.

Fund Overview

Category Short-Term Bond
Fund Family DoubleLine
Net Assets 5.79B
YTD Return 5.00%
Yield 5.03%
Morningstar Rating
Inception Date Sep 30, 2011

Performance & Risk

YTD Return 4.68%
5y Average Return 2.36%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.21
Morningstar Risk Rating

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